EverSource Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Sell |
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|
2025
Q1 | $362K | Sell |
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|
2024
Q4 | $376K | Sell |
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2024
Q3 | $600K | Sell |
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|
2024
Q2 | $684K | Buy |
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|
2024
Q1 | $437K | Sell |
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|
2023
Q4 | $531K | Sell |
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|
2023
Q3 | $568K | Sell |
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|
2023
Q2 | $641K | Sell |
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|
2023
Q1 | $691K | Buy |
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|
2022
Q4 | $339K | Buy |
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